Portfolio management for businesses (other than small businesses) or institutional clients

Pension consulting services

Publication of periodicals or newsletters

Other

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Karen Vavra (CRD# 2918570) is an Investment Advisor Representative working at VCM Wealth. Ms. Vavra has over 17 years in the financial services industry. Prior to joining VCM, she has been affiliated with global asset management firms and banking organizations. Within her global asset management experience, she worked for The Vanguard Group specializing in portfolio management for non-profits, endowments and foundations. Within her banking experience, Ms. Vavra worked with nationally known financial institutions assisting them in the development of products and services offered to high net worth individuals and institutional investors.

Prior to financial services, Ms. Vavra held several positions with regional and international accounting firms specializing in employee benefits and taxation. Most notably, she worked for Deloitte LLP within their Employee Benefits group.

Ms. Vavra received her bachelor’s degree in accounting from the University of Missouri and her MBA with concentration in finance from Villanova University. She also holds a CPA license in the state of Pennsylvania.

Jason Vavra (CRD# 4141611) is an Investment Advisor Representative working at
Vcm Wealth in Collegeville, PA and has
over 16 years
of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.